Sun.Jun 12, 2022

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REPRINT: Need an Rx for retirement? The doctor is in. #AnnuityAwarenessMonth

Wink Intel

It took me a long time to get my “doctorate in lifetime income.” The journey commenced once I reviewed my retirement account statement after the dot-com bubble burst. I felt absolutely nauseous. Losing money did not sit well with my stomach. If a 401(k) had caused me to retch so violently, what retirement product could offer the soothing guarantees that would pacify my risk tolerance and secure my financial future?

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How The “Maximum Connections Per Data Source” Property On Power BI DirectQuery Datasets Can Affect Report Performance

Chris Webb BI

If you’re working with DirectQuery in Power BI then one of the most important properties you can set on your dataset is the “Maximum connections per data source” property. You can find it on the Published Dataset Settings tab in the Options dialog in Power BI Desktop: The description of what it does in the guidance documentation is pretty comprehensive: You can set the maximum number of connections DirectQuery opens for each underlying data source.

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REPRINT: Unknowingly Sticking It To Your Annuity Clients? #AnnuityAwarenessMonth

Wink Intel

Posted By: Editor On 8/3/2011 11:00:00 AM. By Sheryl Moore. AnnuityNews. Are you sticking it to your clients? You might be and not even know it. The key to illuminating whether you are unknowingly putting your life insurance and annuity clients in a bad position with the products that you sell them is to identify what type of contract you have with the insurance company you are appointed with.

IT 40
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The Annuity Model is Broken: Reprint #AnnuityAwarenessMonth

Wink Intel

Do you remember the last time that you watched CNN, CNBC, “Shark Tank,” “The Profit,” or even the market update segment of the news? While viewing this programming, have you ever seen commercials for financial services products? I know that I have. I recall commercials for mutual funds and securities. Once in a great while, I have seen life insurance commercials (on local TV stations), but it is almost always for final expense products that are guaranteed issue, not fully underwritten cash val

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.